The following is a list of the information that can be helpful to your attorney at the initial meeting about your divorce. Bring what you have available; additional information can be subsequently submitted or obtained.
Personal Financial Statement
Prepare a brief summary listing out your assets, debts and income with estimated amounts, values or balances. You can use our form or create your own.
If available, bring the most recent statement on each bank account, including checking, savings, CDs or money market accounts.
If available, bring the most recent statement for any retirement account, including 401(k), 403(b), IRA, ROTH IRA, pensions, profit sharing plans or other retirement savings accounts for you or your spouse.
Credit Card Accounts
Bring the last three statements from any credit card in your name or your spouse’s.
If employed, bring your most recent pay stub and most recent W-2 and that of your spouse if available. Also provide any employment contracts or employee benefit statements.
A picture of your spouse and children and a copy of your driver’s license.
Federal and State tax returns for the last five years will be needed eventually.
Please bring any deeds, most recent mortgage statements, tax value assessment, recent appraisals and/or closing statements for any real estate held by you individually or with any other person or entity.
Stocks, Bonds, Mutual Funds
Please bring the most recent statement from any such holdings, including copies of stock certificates if available.
Life Insurance Policies
Copies of any and all life insurance policies you own or are a beneficiary of.
Copy of the title of any motor vehicle you own individually or with any other person, if available.
If the divorce is already filed (or over), bring any papers you have on it.
If you have ever been involved in a domestic violence case, please bring any available paperwork about it.
We will need information on medical insurance coverage and a copy of your health insurance cards.
It is always acceptable to email any of the foregoing information to your attorney, if available.